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June 29, 2023
Financial Cents: Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
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June 27, 2023
Centavos Financieros, Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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June 27, 2023
Investments: One Piece of Financial Planning Part 2
Financial Planning covers 6 areas of concentration. Investment Management being one piece of the puzzle. Learn about the Stock and Bond Markets, Asset Allocation, Portfolio Diversification, Passive and Active Management, Retirement vehicle, Tax considerations, and much more in this two part series. This is an advanced course and it is strongly encouraged that you come in with knowledge in basic budgeting and savings tools or have taken other courses such as Stash It and Give Your Self Credit.
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June 27, 2023
Investments: One Piece of Financial Planning Part 1
Financial Planning covers 6 areas of concentration. Investment Management being one piece of the puzzle. Learn about the Stock and Bond Markets, Asset Allocation, Portfolio Diversification, Passive and Active Management, Retirement vehicle, Tax considerations, and much more in this two part series. This is an advanced course and it is strongly encouraged that you come in with knowledge in basic budgeting and savings tools or have taken other courses such as Stash It and Give Your Self Credit.
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June 22, 2023
Financial Cents, Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
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June 22, 2023
Centavos Financieros, Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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June 21, 2023
Centavos Financieros, Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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June 21, 2023
Financial Cents, Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
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June 21, 2023
Centavos Financieros, Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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March 31, 2023
Bagels, Coffee and Credit
Credit can work for you or against you. During this event, you will be guided through a personalized action plan to improve your credit. You will leave being able to identify goals and choose strategies to maintain, improve, or establish your credit and credit score.
Emphasis is placed on the financial impact of credit and the steps needed to improve your credit score. You will leave with another tool in your toolbox that supports your financial management journey.
